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Client Service Assistant – Daventry/Northampton

Client Services Assistant, financial services, Daventry or Northampton, to £28,000

Due to expansion of the business our client, a thriving and established financial services business, is seeking 2 new Client Services Assistants to join their busy and professional team.

As a Client Services Assistant your main purpose will be to deliver a professional client service to clients, Investee Companies and Third Party Administrators, ensuring that all necessary administration, client communication and reporting is carried out to a high standard.  Your day to day responsibilities will include:

  • Processing of client paperwork in respect of new investments
  • To update all client records and internal systems post completion of an investment
  • Processing of AML documentation for new clients and ensuring these records are kept up to date
  • Preparation of payment sheets using Excel for client payments
  • Communicate details of the payment to the clients by email
  • Update CRM system with client information and transactions in relation to investment activity
  • Regular liaison with a variety of Third Parties including our lawyers, Investee Companies and SIPP providers
  • Involvement in the annual accounts and tax return process, including checking paperwork and information received and issuance to the clients.

This role is suited to a candidate who has previously worked in within financial services or a similarly regulated business, and used to working to calmly and professionally to tight deadlines.  Good customer facing communication skills and a highly organised approach will be required to succeed in this role.

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Job Reference: 15943
Salary: £28,000+ 28 Days Holidays + Bank Holidays, Medical & Pension
Location: Northamptonshire
Type: Permanent
CALL: 01604 876330
Consultant: Michelle Pearce
Last Updated: 09/12/2021